What are team roles and how to assign them

🌟 Hey there, Sales Engagement Tool user! ☁️

Easily navigate Team roles in the Sales Engagement Tool! ☁️

Choose from standard Team roles or create Custom roles to match your team’s needs. Assign seats, manage specific permissions (such as blacklist control), and update roles according to current needs as your team evolves. Perfect roles make for smooth teamwork. Enjoy managing! ✨💼

🔑 Understanding Team Roles: Owner, Admin, and Editor 🔑

Each role comes with its own unique abilities and permissions. You can get a full breakdown in the 'Roles and Permissions' tab. This dashboard makes it easy to compare roles and assign the perfect one for each team member.

🌈 Custom Roles: Tailored to Your Team’s Needs 🌈

In addition to the standard roles, you can create Custom roles that suit your team’s specific needs. It’s like tailoring a suit for each team member based on their skills and responsibilities! 🎯

🚀 Assigning a Role: A Step-by-Step Journey 🚀

1. Invitation with Intent:
When inviting a new Team member, you’ll select their role—just like picking the perfect player for your sports team! 🏅

2. Seat Assignment:
Decide which 'seat' or position you want them to fill. This ensures everyone is right where they need to be for maximum efficiency. 🔧

🛠️ Special Permissions: The Extra Touch 🛠️

If you have team members who should manage the Global Blacklist, you can grant that permission too—let them ban unwanted leads from your kingdom! 🚫 For more details, check out how to Blacklist leads.

👥 Custom Roles for Specific Permissions 👥

For special tasks or unique responsibilities, you can create and assign Custom roles. It’s like crafting a custom tool for a specific job. 🛠️

🔄 Flexibility to Change and Edit Roles

Changed your mind? The 'Edit custom role' allows you to modify roles anytime as your team evolves. 

Remember, assigning the right roles and permissions is like cooking with the perfect ingredients—it makes your team run smoothly and efficiently! 🍲✨

Enjoy your Sales Engagement Tool experience, and soar high with your team! ✈️🌟